Harel Insurance Investments & Financial Services’s Williams Companies WMB Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,364	Closed	-$257K	–	639
2023 Q4	$257K	Sell	7,364 -62	-0.8%	-$2.18K	﹤0.01%	261
2023 Q3	$256K	Buy	+7,426	New	+$253K	0.01%	266
2018 Q3	–	Sell	-3,000	Closed	-$81K	–	520
2018 Q2	$81K	Buy	+3,000	New	+$79.1K	﹤0.01%	260

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WMB Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 7,364 shares — an estimated $257K sold.

Harel Insurance Investments & Financial Services first reported a position in WMB in Q2 2018 and held it in 3 quarters. The position peaked at $257K in Q4 2023. 1,247 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 7,364 Williams Companies shares in Q1 2024, an estimated $257K.
Harel Insurance Investments & Financial Services first reported a position in Williams Companies in Q2 2018 and held it in 3 quarters.
Harel Insurance Investments & Financial Services's Williams Companies position peaked at $257K in Q4 2023.
1,247 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.